Elevate your career as an RBC Investment and Retirement Planner in Ottawa, Canada. Drive client success with custom investment solutions and exceptional financial planning support.
This full-time position is tailored for those with a passion for financial advising, particularly in investment and retirement planning. You'll need expertise in providing tailored advice and a strong networking approach, backed by a world-class team. Your ability to engage new clients and cultivate relationships with existing ones will ensure mutual success.
Key Responsibilities:
• Provide tailored financial planning advice to clients
• Acquire and consolidate recent clients and assets
• Connect clients with appropriate RBC team members
• Develop business referral sources through networking
Requirements:
• Financial Planning Designation (PFP or CFP)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years of financial planning experience
• Proven networking and client acquisition skills
• Strong partner relationship cultivation abilities
Capitalize on your financial expertise and client engagement skills to thrive at RBC, shaping your future and that of your clients.
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📌 Investment Planner at RBC Ottawa
🏢 RBC
📍 Ottawa